Financial advisors in Lincoln, MA

32 advisors · page 1 of 2

Alice Finn
Financial advisor at Powerhouse Assets LLC
Powerhouse Assets LLC · $214.8M AUM
CFP®Verified
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Adam Souliere
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Alex Chown
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Alex Paul
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Alina Monisov
Financial advisor at U. S. Boston Capital Corporation
U. S. Boston Capital Corporation · $359.8M AUM
VerifiedFinancial planning
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Brandon Johnson
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Brendan Scarafone
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Brian Sylvia
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Caleb Powers
Financial advisor at U. S. Boston Capital Corporation
U. S. Boston Capital Corporation · $359.8M AUM
VerifiedFinancial planning
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Corey Lampman
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Daryl Miller
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Douglas Cohen
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Elizabeth Levy Bouldin
Financial advisor at Clean Yield Asset Management
Clean Yield Asset Management · $571.2M AUM
Verified
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Erick Rawlings
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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George Platt
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Henry Pasts
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Isaac Braley
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Iwona Cholewa
Financial advisor at Powerhouse Assets LLC
Powerhouse Assets LLC · $214.8M AUM
Verified
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Jeffrey Finkelman
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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John McClellan
Financial advisor at U. S. Boston Capital Corporation
U. S. Boston Capital Corporation · $359.8M AUM
VerifiedFinancial planning
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John Raus
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Katharine Huntington
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Katherine Burke
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Leon Okurowski
Financial advisor at Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. · $2.58B AUM
Verified
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Mark Bentley
Financial advisor at Bts Asset Management, Inc.
Bts Asset Management, Inc. · $144.8M AUM
Verified
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Matthew Katz
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Matthew Parrish
Financial advisor at Robertson Stephens
Robertson Stephens · $8.76B AUM
VerifiedFinancial planning
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Ralitza Gueorguieva
Financial advisor at Powerhouse Assets LLC
Powerhouse Assets LLC · $214.8M AUM
Verified
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Rohan Shroff
Financial advisor at Fiduciary Trust International, LLC
Fiduciary Trust International, LLC · $7.67B AUM
VerifiedFinancial planning
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Sangita Gandhi
Financial advisor at Shanti Capital LLC
Shanti Capital LLC · $8K AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lincoln, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lincoln, MA.

How this list works

Before you hire an advisor in Lincoln, MA